Wealth Sales & Service Manager (Branch-Based)

Job ID: 1059795

Responsibilities

• Conduct professional and consultative financial needs analysis to understand clients goals and recommend appropriate banking and wealth solutions.

• Build and manage long-term client relationships through regular engagement, market updates, and ongoing advisory support.

• Actively promote a comprehensive range of banking and wealth management solutions, including investments, bancassurance, and lending products.

• Deliver tailored financial strategies aligned with clients risk profiles and financial objectives.

• Drive branch sales performance by supporting business development initiatives, client acquisition activities, and referral generation.

• Ensure a high standard of customer service while maintaining strong sales discipline.

• Comply with all internal policies, regulatory requirements, and service standards.

Requirements

• Local Diploma or Degree in any discipline.

• Minimum 1 year of experience in retail banking, wealth management, or financial services.

• Strong interest in sales, client advisory, and relationship management.

• Results-oriented, self-motivated, and comfortable working in a target-driven environment.

• Good communication and interpersonal skills.

Additional Information

We regret that only shortlisted candidates will be notified. All applications will be retained in our resume bank for future opportunities. Your application will be processed in accordance with our company's Privacy Policy. Please refer to:

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771